About Projects
Click here to see this page in full context
  1. Mapping Manager >
  2. Projects >
  3. About Projects

 

Projects 

Mapping Manager projects are essentially, your business system plug-ins (BSPs) for Transaction Manager. Each project defines the maps per trading partner for an ERP or accounting software integration. Use the Mapping Manager Projects page to select, view and edit a project, change project settings, add trading partners, and access the maps created for each trading partner. 

Projects Page

Select Mapping Manager > Projects under the Foundry  Menu to launch the Projects  page for viewing and editing selected projects.

Most organizations need only maintain one or two projects. If your organization has multiple projects listed on this page, you can filter/reorganize the grid via the Project Name or Partner Type search fields. Use Foundry's column controls such as the vertical ellipsis if you need to hide, sort and/or rearrange columns on this grid.

Projects Control Bar 

The Projects grid control bar has the controls and options for working with a selected project.

 Edit

View or edit partner maps for the project selected. See Editing a Project.

 Save

Save changes.

 Reset

Undo most recent changes.

Options  

Drop down menu options:

 Settings

Launches Project Settings. See Project Settings.

  Add Customer  

Add a customer relationship to your project as a trading partner. See Adding a Customer.

  Remove Customer  

Remove a customer relationship from your project. See Removing a Customer.

 

 

NOTE

The same action bar controls are available for both Projects and Maps pages in Mapping Manager.

Editing a Project (Access Maps)

Selecting a project for editing will open that project's Maps page.

To access a project's maps:

  1. Select your project from the Projects grid.

  2. Click  Edit on the grid control bar to launch the Maps page for that project.

  3. Use the Partner Maps grid on the Maps page to view or edit specific partner maps.

 

What can I do?

Related Topics